How to Update Your Market Indices in eMoney

If you’d like your model portfolio growth rates to be calculated based on the latest data, follow the steps below.

To update the market indices across all clients:

1. Select More, then Investment Assumptions
2. Click the Model Portfolios link on the left
3. Select the Market Indices tab
4. Choose the Market Indices tab, then Compare/Update Indices
5. Select either Update Advisor Assumptions Update All My Clients

To update the market indices for a single client:

1. Select the client
2. Click Facts, then select Advanced
3. Go to Assumptions, then Investment
4. Choose the Market Indices tab, then Compare/Update Indices
5. Select either Update This Client Only or Update All My Clients

If you have any questions regarding this process, feel free to send us an email or give us a call at 888-362-8482.